Charles B. Brown

Charles Brown

Charles' investment experience stems from his time as a derivatives trader in New York City. Charles excelled in the fast-paced high-pressure environment , which led to an 11 year career as a Senior Derivatives Trader. Charles utilizes the extensive experience he gained trading U.S. and global markets when building and managing tailor-made portfolios for his clients. As a high-touch financial advisor, Charles prides himself on the high level of personal service he provides to his clients.


Charles graduated from the Indiana University Kelley School of Business with a major in Finance. Charles has the FINRA accreditation of Investment Advisor Representative and holds Series 7 and Series 66 licenses. Charles enjoys golf, tennis and traveling. He is also on the committee for the Indiana University Alumni Association Chicago Suburbs Chapter. He lives in Naperville with his wife and two children.

Contact Charles:
Phone : 630-637-8600
Email: [email protected]